A fresh take on predictive data for the oilfield… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email …
Read More »Pivot Point [Slide Deck Alert]
Data Alert: today our data clients are invited to download our latest slides on oilfield data trends (here). Titled The Struggle Is Real, the presentation documents current conditions, recent trends, and the 2026 outlook from our many industry-leading data products covering shale OFS supply, demand, activity indicators, and pricing. Some …
Read More »The Latest Frac Sand Pricing Trends [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …
Read More »DUCs Add Interesting Wrinkle In Any Potential Recovery [Chart of the Day]
A fresh take on key oilfield data… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to …
Read More »10 Themes To Listen For As OFS CEOs Start Talking Next Week…
We are looking forward to getting a read on how the US shale industry is responding to higher oil prices when oilfield service 1Q26 earnings calls kick off next week… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Power & Water – Previewing 2 Must-Attend Oilfield Industry Events Happening Soon
We are participating in two upcoming oilfield industry events that we think many Infill Thinking members would benefit from attending. Each will give us a chance to get a read on how various segments of the US O&G industry is responding to the sudden increase in oil prices. In this …
Read More »Pivot Point Anecdotes
Scanning the channels for signs of a “change moment” in shale activity trends… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership …
Read More »The Questions Are Becoming “When” And “How Much” Not “If”…
The question is becoming “When”, not “If”, for shale activity increases… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …
Read More »Out-Of-Basin Sand Well AFEs Are Going Up – Update On A Hidden Source Of Cost Inflation
Today we have an update on a key hidden cost inflation item in well AFEs… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or …
Read More »One Oil Basin’s Frac Supply Chain Is Tightening More Than The Others… So Far…
We did a new round of channel checks in one of the Texas Big 2 tight oil basins this week… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are …
Read More »
Infill Thinking Lifting the O&G knowledge curve